Stephen WrightCRD Number: 6629390
Current Firm: Fisher Investments
Stephen Wright (CRD# 6629390) is an Investment Advisor Representative working at Fisher Investments in Plano, TX and has 1 year of experience in the finance industry.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|Fisher Investments||Plano, TX||Oct 2021 - Current||< 1|
|Wells Fargo Bank, N.a.||Austin, TX||Apr 2020 - Sep 2021||1|
|Wells Fargo Bank, N.a.||Kyle, TX||May 2017 - Apr 2020||2|
|Wells Fargo Advisors||Austin, TX||Jun 2018 - Aug 2018||< 1|
|Wells Fargo Bank, N.a.||New Braunfels, TX||Jun 2016 - May 2017||< 1|
|Voya Financial Advisors||College Station, TX||Feb 2016 - May 2016||< 1|
|Bahama Bucks Shaved Ice Company||College Station, TX||Sep 2013 - May 2016||2|
|In-school||Bryan, TX||Jun 2011 - Sep 2013||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2021|
Total Assets Under Management208,905MILLIONS
Total Number of Accounts217,207ACCOUNTS
Average Account Value$961,779
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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